$126 Million is the total value of Bromfield Sneider Wealth Advisors's 98 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TRs&p 500 grwt etf | $1,186,138 | +10.3% | 16,829 | 0.0% | 0.94% | +4.0% | |
| BSV | VANGUARD BD INDEX FDSshort trm bond | $566,699 | -1.2% | 7,499 | 0.0% | 0.45% | -6.8% | |
| IVE | ISHARES TRs&p 500 val etf | $519,277 | +6.2% | 3,222 | 0.0% | 0.41% | +0.2% | |
| EFA | ISHARES TRmsci eafe etf | $322,214 | +1.4% | 4,444 | 0.0% | 0.26% | -4.5% | |
| DFUS | DIMENSIONAL ETF TRUSTus equity etf | $253,322 | +8.4% | 5,260 | 0.0% | 0.20% | +2.0% | |
| VTV | VANGUARD INDEX FDSvalue etf | $234,942 | +2.9% | 1,653 | 0.0% | 0.19% | -3.1% | |
| IJK | ISHARES TRs&p mc 400gr etf | $223,797 | +4.9% | 2,984 | 0.0% | 0.18% | -1.1% | |
| IJS | ISHARES TRsp smcp600vl etf | $215,986 | +1.6% | 2,271 | 0.0% | 0.17% | -4.5% | |
| IJT | ISHARES TRs&p sml 600 gwt | $207,642 | +4.5% | 1,807 | 0.0% | 0.16% | -1.2% | |
| IJJ | ISHARES TRs&p mc 400vl etf | $154,307 | +4.2% | 1,440 | 0.0% | 0.12% | -2.4% | |
| MSFT | MICROSOFT CORP | $151,200 | +18.1% | 444 | 0.0% | 0.12% | +11.1% | |
| IWN | ISHARES TRrus 2000 val etf | $114,122 | +2.8% | 811 | 0.0% | 0.09% | -2.2% | |
| MCD | MCDONALDS CORP | $101,459 | +6.7% | 340 | 0.0% | 0.08% | +1.2% | |
| DIMENSIONAL ETF TRUSTus mktwide value | $97,290 | +3.0% | 2,820 | 0.0% | 0.08% | -2.5% | ||
| EMR | EMERSON ELEC CO | $90,390 | +3.7% | 1,000 | 0.0% | 0.07% | -1.4% | |
| APD | AIR PRODS & CHEMS INC | $89,859 | +4.3% | 300 | 0.0% | 0.07% | -2.7% | |
| XOM | EXXON MOBIL CORP | $80,223 | -2.2% | 748 | 0.0% | 0.06% | -7.2% | |
| PG | PROCTER AND GAMBLE CO | $78,146 | +2.1% | 515 | 0.0% | 0.06% | -3.1% | |
| VNQ | VANGUARD INDEX FDSreal estate etf | $75,749 | +0.6% | 907 | 0.0% | 0.06% | -4.8% | |
| HUBB | Hubbell Inc Cl Btitle of class | $71,285 | +36.3% | 215 | 0.0% | 0.06% | +29.5% | |
| WTRG | ESSENTIAL UTILS INC | $66,144 | -8.6% | 1,657 | 0.0% | 0.05% | -14.8% | |
| CVX | CHEVRON CORP NEW | $61,366 | -3.6% | 390 | 0.0% | 0.05% | -9.3% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $60,147 | +0.0% | 614 | 0.0% | 0.05% | -5.9% | |
| LLY | LILLY ELI & CO | $58,622 | +36.6% | 125 | 0.0% | 0.05% | +30.6% | |
| PEP | PEPSICO INC | $58,715 | +1.6% | 317 | 0.0% | 0.05% | -4.1% | |
| GPC | GENUINE PARTS CO | $56,861 | +1.1% | 336 | 0.0% | 0.04% | -4.3% | |
| USHY | ISHARES TRbroad usd high | $54,009 | -0.7% | 1,530 | 0.0% | 0.04% | -6.5% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $54,068 | -1.3% | 246 | 0.0% | 0.04% | -6.5% | |
| SNA | SNAP ON INC | $53,315 | +16.7% | 185 | 0.0% | 0.04% | +10.5% | |
| UNH | UNITEDHEALTH GROUP INC | $50,467 | +1.7% | 105 | 0.0% | 0.04% | -4.8% | |
| JPM | JPMORGAN CHASE & CO | $42,178 | +11.6% | 290 | 0.0% | 0.03% | +3.1% | |
| CSCO | CISCO SYS INC | $41,392 | -1.0% | 800 | 0.0% | 0.03% | -5.7% | |
| HSY | HERSHEY CO | $41,200 | -1.9% | 165 | 0.0% | 0.03% | -5.7% | |
| IEMG | ISHARES INCcore msci emkt | $39,791 | +1.0% | 807 | 0.0% | 0.03% | -3.0% | |
| PM | PHILIP MORRIS INTL INC | $38,462 | +0.4% | 394 | 0.0% | 0.03% | -3.1% | |
| GS | GOLDMAN SACHS GROUP INC | $38,705 | -1.4% | 120 | 0.0% | 0.03% | -6.1% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $36,455 | +1.8% | 670 | 0.0% | 0.03% | -3.3% | |
| AMGN | AMGEN INC | $32,193 | -8.2% | 145 | 0.0% | 0.03% | -13.3% | |
| PFE | PFIZER INC | $32,829 | -10.1% | 895 | 0.0% | 0.03% | -16.1% | |
| IDEV | ISHARES TRcore msci intl | $32,394 | +1.1% | 530 | 0.0% | 0.03% | -3.7% | |
| MRK | MERCK & CO INC | $32,309 | +8.5% | 280 | 0.0% | 0.03% | +4.0% | |
| MMM | 3M CO | $31,328 | -4.8% | 313 | 0.0% | 0.02% | -10.7% | |
| BK | BANK NEW YORK MELLON CORP | $29,650 | -2.0% | 666 | 0.0% | 0.02% | -4.0% | |
| MO | ALTRIA GROUP INC | $23,511 | +1.5% | 519 | 0.0% | 0.02% | 0.0% | |
| MDLZ | MONDELEZ INTL INCcl a | $24,143 | +4.6% | 331 | 0.0% | 0.02% | 0.0% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $24,293 | +0.3% | 388 | 0.0% | 0.02% | -5.0% | |
| DFAE | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $24,516 | +1.9% | 1,045 | 0.0% | 0.02% | -5.0% | |
| BAC | BANK AMERICA CORP | $17,960 | +0.3% | 626 | 0.0% | 0.01% | -6.7% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $17,778 | -7.7% | 278 | 0.0% | 0.01% | -12.5% | |
| KMB | KIMBERLY-CLARK CORP | $16,705 | +2.9% | 121 | 0.0% | 0.01% | -7.1% | |
| PNC | PNC FINL SVCS GROUP INC | $15,492 | -0.9% | 123 | 0.0% | 0.01% | -7.7% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $9,634 | +2.1% | 72 | 0.0% | 0.01% | 0.0% | |
| Ky Rrl Wtr Fin Ctitle of class | $5,079 | +0.9% | 5,000 | 0.0% | 0.00% | 0.0% | ||
| OGN | ORGANON & CO | $583 | -11.5% | 28 | 0.0% | 0.00% | -100.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 9 | Q4 2023 | 32.8% |
| SPDR S&P 500 ETF TR | 9 | Q4 2023 | 29.6% |
| VANGUARD INDEX FDS | 9 | Q4 2023 | 15.5% |
| VANGUARD SCOTTSDALE FDS | 9 | Q4 2023 | 11.2% |
| ISHARES TR | 9 | Q4 2023 | 5.7% |
| VANGUARD INDEX FDS | 9 | Q4 2023 | 4.5% |
| ISHARES TR | 9 | Q4 2023 | 2.4% |
| VANGUARD BD INDEX FDS | 9 | Q4 2023 | 3.6% |
| ISHARES TR | 9 | Q4 2023 | 1.5% |
| VANGUARD BD INDEX FDS | 9 | Q4 2023 | 1.3% |
View Bromfield Sneider Wealth Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-05 |
| 13F-HR | 2023-10-04 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-01-09 |
| 13F-HR | 2022-10-07 |
| 13F-HR | 2022-07-06 |
| 13F-HR | 2022-04-12 |
| 13F-HR | 2022-01-14 |
View Bromfield Sneider Wealth Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.